The Growth Fund's objective is to generate capital growth over a period exceeding five years. The Fund invests predominantly in listed Australasian smaller companies.
We look for companies that exhibit two major characteristics: value and growth. When selecting an investment, it must have growth opportunities and be priced at a discount to our valuation. These are small cap companies listed in Australia and New Zealand.
The Fund is designed to grow capital by investing in a small number of growth companies where we consider value is greatest and the opportunity of earnings growth is high.
5+ years
As at 31 May 2025
32.3%
13.9% p.a.
As at
$-.--
This Fund has a 5 out of 7 risk rating.
Cumulative return since inception
Past performance is not a guarantee of future returns. All figures are calculated after fees and before any applicable tax.
Portfolio Manager (AU)(MCOM, CFA)
Shawn holds a Masters in Commerce from the University of New South Wales and is a CFA charterholder.
Portfolio Manager (AU)(BCOM)
Michael is the Lead Portfolio Manager of the Australasian Growth Fund and the Co-Portfolio Manager of the Australasian Dividend Growth Fund. He is also responsible for conducting research on Australasian equities.
Prior to joining Pie, Michael worked at Ophir Asset Management as a Portfolio Manager. Before that, he was previously based in London, working as head of Citi’s UK Small & Mid Cap equity research team.
Michael holds a Bachelor of Commerce with Majors in Actuarial Studies and Finance from the University of New South Wales. He is a CFA charterholder.
Portfolio Manager (AU)(MCOM, BA)
Mike is the Lead Portfolio Manager of the Australasian Dividend Growth Fund and Co-Portfolio Manager of the Australian Growth Fund.
Mike has been the lead Portfolio Manager of the Australasian Dividend Growth Fund since 2018. He joined Pie in 2015 as an investment analyst.
Mike holds a Master of Commerce (Finance) and BA (Media & Communications) from the University of New South Wales.